inSitu Sales 2.0: DSD & Orders
Sales app for wholesalers
Free · Designed for iPad
inSitu Sales is an all-in-one mobile solution for field sales, consumer products distribution and B2B e-commerce. The app and e-commerce portal offers mobile invoicing, estimate and sales order creation, secure mobile payment processing, digital product catalog, GPS sales route creation and tracking, territory management, and integration with QuickbooksⓇ, SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.
KEY FEATURES:
-MOBILE INVOICING AND ORDERING
With access to product inventory and pricing information, your sales team can quickly and efficiently create estimates, sales orders and invoices in the field. Connect a mobile device to a mobile printer for proof of delivery.
-ACCEPT CREDIT CARD PAYMENTS ON THE GO
Credit and debit card payments can be securely recorded with the app. Our mobile payment system enables acceptance with manual entry, a card reader, barcode scanner or a bluetooth scanner.
- GPS TRACKING & ROUTE PLANNING
Maximize productivity and decrease operational costs with the ability to create assigned territories for your sales teams, plan routes, and track field activity with GPS.
- DIGITAL CATALOG
Increase upsell and cross-selling opportunities with the convenience of a digital product catalog with high resolution product images, inventory, pricing, UOM, minimum & case quantity data. Create custom price lists, transfer inventory between warehouses, and generate a PDF catalog for download. Works well at trade shows, warehouses, retail stores - wherever you need to make a sale!
- SEAMLESS INTEGRATION WITH QuickBooks®
Two-way QuickBooks® desktop and online data sync: Customers, Items, Inventory sites, price levels, sales orders, estimates, invoices, payments, credit memos, and more. Also syncs seamlessly with SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.
-REAL TIME COMMUNICATION
Create custom forms and questionnaires with text, photos and captured signatures. Email sales orders, estimates, and invoices to customers and colleagues quickly. Compatible with Bixolon, Zebra and Air Printers to provide customers with receipts and proof of delivery in the field.
- WORKS ONLINE and OFF
Data entered into the app is stored in the mobile device and transferred once an Internet connection is made.
-ANALYTICS
Analyze sales, marketing, inventory and delivery route data by sales rep or customer. Dozens of pre-loaded reports available as well as the ability to create custom reports, surveys and forms.
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
New vertical summary of completed transactions on the checkout screen.
The developer, inSitu Mobile Software, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- inSitu Mobile Software, LLC
- Size
- 150.4 MB
- Category
- Productivity
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Location
- This app may use your location even when it is not open, which can decrease device battery life.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2022 inSitu Sales
